Amdocs Limited's management explains the business in its own materials. The slides below do the most of that work, pulled from the documents preserved in Sources. Each source link opens the complete presentation at that slide in a new tab.
The newest investor deck: new CEO Shimie Hortig's 'agentic' strategy, the aOS launch, and the current financial profile and outlook. · Open the full document →
p. 8 — Why Amdocs believes it wins the 'agentic' shift: domain depth, engineering pedigree, mission-critical systems and an outcome-based model. · Open the full presentation →p. 9 — The agentic strategy in four building blocks — automated products, per-customer roadmaps, an AI/cloud partner ecosystem, GenAI-native ops. · Open the full presentation →p. 10 — aOS, the 'Agentic Operating System for Telco,' launched at MWC 2026, with early traction at Cricket, Lumen, Bell, EchoStar and PLDT. · Open the full presentation →p. 12 — The quarter in four numbers: $1.17B revenue, 21.5% non-GAAP operating margin, $1.78 non-GAAP EPS and a $4.28B 12-month backlog. · Open the full presentation →p. 13 — A read on the customer base — modernization and managed-services wins at Cricket, Lumen, Vodafone Spain, KT, SETAR, Elisa and EchoStar. · Open the full presentation →p. 14 — What delivery looks like: cloud migrations, charging and OSS go-lives across Elisa, Vodafone, BT/EE, PLDT, AT&T and Telstra. · Open the full presentation →p. 19 — Where the revenue comes from — North America ~64%, Europe ~16%, rest of world ~19% — against a $1.17B quarter. · Open the full presentation →p. 20 — The recurring core: managed services were ~$759M, about 65% of revenue, renewing at close to 100%. · Open the full presentation →p. 22 — Six years of free cash flow and how it is returned — ~90% earnings-to-cash conversion, with the majority returned to shareholders. · Open the full presentation →p. 23 — The 12-month backlog ($4.28B) and what it counts — the leading indicator management points to for revenue visibility. · Open the full presentation →p. 24 — Revenue growth in context: constant-currency history FY2020–FY2025 and the tightened 2%–4% FY2026 outlook. · Open the full presentation →p. 25 — The margin story — non-GAAP operating margin from 17.2% in FY2020 to a 21.3%–21.9% FY2026 target. · Open the full presentation →p. 26 — Total shareholder return framed as EPS growth plus dividend yield, with a ~6% EPS-growth midpoint for FY2026. · Open the full presentation →
The fullest walk through the business — the five-pillar strategy, each growth domain, the product architecture and the recurring model. · Open the full document →
p. 6 — Fiscal 2025 in one scorecard: +3.1% revenue, 21.4% margin, cloud over ~30% of revenue and managed services a record 66%. · Open the full presentation →p. 8 — The year's marquee wins by theme — AT&T eSIM, Lumen/Telus cloud, Telefonica GenAI, PLDT managed services — and the blue-chip roster. · Open the full presentation →p. 9 — The Strategic Growth Framework: five pillars — cloud, generative AI, digital experience, network monetization, network automation. · Open the full presentation →p. 10 — Cloud in depth — moving Lumen, Telus and Bell to the hyperscalers, plus the ConnectX 'telco in a box' SaaS platform. · Open the full presentation →p. 11 — Generative AI in depth — the amAIz agent extending Telefonica's billing, with early NPS gains at named carriers. · Open the full presentation →p. 12 — Breadth of offering (1/2): digital modernization and BSS programs at EE/BT, Telia, AT&T Mexico and fidium. · Open the full presentation →p. 13 — Breadth of offering (2/2): billing, charging and network work at Altice, KT, Claro, Vivo, Globe and Vodafone. · Open the full presentation →p. 14 — The product architecture — the 'Telco Cognitive Core' sitting between agentic services and the BSS/OSS systems of record. · Open the full presentation →p. 20 — Customer mix and concentration — cloud over 30% of revenue and 6 of the top 12 customers international. · Open the full presentation →p. 21 — The recurring engine at annual scale — record ~$2,996M of managed-services revenue, 66% of the total, renewing near 100%. · Open the full presentation →
First Quarter Fiscal 2026 Investor Presentation — Q1 FY2026 · 30 pages · The transition quarter around the CEO change — the bridge between the FY2025 framework and the Q2 agentic relaunch. · Open →
Fourth Quarter & Full Year Fiscal 2024 Investor Presentation — Q4 & FY2024 · 34 pages · The prior full-year deck — the FY2024 baseline (cloud ~25%, pre-restructuring) the FY2025 story builds on. · Open →
